To better serve you and meet your tax preparation expectations, we ask that you take a few minutes to fill out the information below. If you have any questions while completing this form, please do not hesitate to ask.
1Fill out this form to the best of your knowledge, and review and sign the legal documents.
2 You can choose to leave this form and your tax documents with the Client Service Professional at the front desk or you can choose to have a 10-15 minute meeting with your tax professional.
3 After your tax return is ready, you can come back in to the office to complete it, or choose our Approve Online option to finish your return online.
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